PARA-PLANNER & QUALIFIED PLAN ASSISTANT
MY FINANCIAL SERVICES CAREER BEGAN IN 1995
Over the years, I’ve come to enjoy giving direct support to our advisors in a way that makes a real difference for our clients. I appreciate that the work I do helps our clients make important financial decisions, and I enjoy that responsibility. I also enjoy the challenge of being meticulous and precise in providing information our advisors need so that they can serve our clients to the best of their abilities.
MY PRIVATE VISTA
Currently, My Private Vista is enjoying my love for reading because of the endless possibilities’ books present. When reading, you have so many different places to explore, past and future times to navigate, and an infinite number of lives you can step right into. I’m passionate about rescuing unwanted and abused dogs. Part of My Private Vista would be to become a foster parent through the Almost Home Foundation in the northwest suburbs. Along with fostering dogs, I’d love to experience a cruise to Alaska, as well as guided tours through our national parks to see wildlife.